# National Retirement Institute

> National Retirement Institute is a state-registered investment advisory firm in Temecula, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 339474
- Filed as: NATIONAL RETIREMENT INSTITUTE
- Legal name: National Retirement Institute, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Temecula, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339474
- AdvisorCensus page: https://advisorcensus.com/firm/national-retirement-institute-temecula-ca-339474

## Quick answers

**How is National Retirement Institute compensated?**
On its Form ADV (Item 5.E, October 2026), National Retirement Institute reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is National Retirement Institute located?**
National Retirement Institute's principal office is in Temecula, CA, according to its Form ADV.

**Is National Retirement Institute registered with the SEC or a state?**
National Retirement Institute is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339474.

**Does National Retirement Institute report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339474

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nri-usa.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. National Retirement Institute (CRD 339474): Form ADV filing data as of October 2026.